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KCS - How to Export Expenses

Objective:

  • Produce an Expense Report

Environment:

  • Clio Web App

Additional Information:

In the New Clio Experience, exports are only available in CSV format

Procedure:

  1. Open Clio's Exports page:
    • For North American accounts, click here
    • For European accounts, click here
  2. Click Excel Ready CSV next to Expense Entries
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